KM
Kevin R. Myers
CETERA INVESTMENT ADVISERS LLC
ATLANTA, GA 30328
Some features on this profile are disabled
CRD#: 2682197
KM
Professional summary
Kevin Ross Myers is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Atlanta, Georgia and CETERA ADVISORS LLC located in Inlet Beach, Florida.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Kevin has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. EXECUTOR OF PARENTS AND WIFE AND PARENT'S WILL. NOT INVESTMENT RELATED. 2.. NAME OF OTHER BUSINESS: DBA ATL GLOBAL ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2017; POSITION/TITLE/RELATIONSHIP: PARTNER / ADVISOR; APX NUMBER OF HOURS PER WEEK: 10-20; APX NUMBER OF HOURS DURING TRADING HOURS: 10-20; BRIEF DESCRIPTION OF DUTIES: PROVIDING SECURITIES AND INVESTMENT ADVICE; 3. NAME OF OTHER BUSINESS: 30A WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: 40 RIVER RISE WAY, INLET BEACH, FL, 32461; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 12/2021; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 20-30; APX NUMBER OF HOURS DURING TRADING HOURS: 20-30; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES; 4. PHILANTHROPY FINANCIAL, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 01/2020, REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 2, DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Ross Myers's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 5, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 5901 Peachtree Dunwoody Rd C-440, Atlanta, GA 30328RIA
CRD#: 105644
ATLANTA, GA
Current
May 12, 2011 - Present
CETERA ADVISORS LLC
Office #1: 26 Origins Main Street, Suite 205, Inlet Beach, FL 32461Office #2: 5901 Peachtree Dunwoody Rd C-440, Atlanta, GA 30328BD
CRD#: 10299
INLET BEACH, FL
Past
May 17, 2011 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
ALPHARETTA, GA
Past
June 1, 2009 - June 6, 2011
MORGAN STANLEY
RIA
CRD#: 149777
ATLANTA, GA
Past
June 1, 2009 - June 6, 2011
MORGAN STANLEY
BD
CRD#: 149777
ATLANTA, GA
Past
October 18, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
ATLANTA, GA
Past
October 4, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
ATLANTA, GA
Past
March 18, 2005 - October 8, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ATLANTA, GA
Past
June 13, 2000 - October 8, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ATLANTA, GA
Past
November 28, 1995 - July 17, 2000
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/24/2022)
RR
Arizona(10/3/2018)
RR
California(5/24/2017)
RR
Colorado(3/21/2013)
RR
Florida(2/17/2012)
IAR
Florida(2/5/2024)
RR
Georgia(5/12/2011)
IAR
Georgia(3/21/2024)
RR
Idaho(7/25/2018)
RR
Illinois(10/27/2020)
RR
Indiana(11/10/2017)
RR
Kentucky(6/11/2018)
RR
Louisiana(5/3/2012)
RR
Maryland(7/29/2024)
RR
Massachusetts(5/24/2017)
RR
Michigan(3/11/2024)
RR
Missouri(7/10/2014)
RR
Montana(1/3/2024)
RR
Nevada(1/8/2019)
RR
New Hampshire(6/6/2012)
RR
New Jersey(10/20/2021)
RR
New York(4/30/2018)
RR
North Carolina(4/19/2017)
RR
Oklahoma(5/30/2017)
RR
South Carolina(5/12/2011)
RR
Tennessee(5/12/2011)
RR
Texas(2/16/2018)
IAR
Texas(3/21/2024)
RR
Utah(7/26/2019)
RR
Vermont(1/4/2022)
RR
Virginia(5/24/2017)
RR
Washington(1/8/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
